Private Wealth Management Associate

Goldman Sachs; Miami (FL); Presencial; USD 90.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare Insurance

Financial Wellness

Health Services

Fitness

Child Care

Benefits

Descripción de la vacante

Goldman Sachs Private Wealth Management seeks a Wealth Management Professional to deliver high-touch client service and operational oversight for ultra-high net worth clients. You will work with Private Wealth Advisors to manage onboarding, investments, risk analytics, and client reporting, applying rigorous attention to detail and compliance in a fast-paced environment.

The role emphasizes collaboration across desks, execution accuracy, and proactive relationship management, with opportunities

Formación

• Strong client service mindset and interpersonal skills.
• Ability to thrive in a fast-paced, multi-desk environment.
• Self-motivated yet collaborative with cross-team coordination.
• Excellent written and verbal communication abilities.

Responsabilidades

• Work closely with Private Wealth Advisors to assist with relationship management for high net worth clients
• Prepare client-facing materials depicting asset allocation, portfolio and risk analytics
• Help execute, process, and reconcile trades on behalf of clients in various products
• Leverage your operational background and experience to contribute to a growing business
• Work closely with Private Wealth Advisors to support their PWM clients
• Identify opportunities for and coordinate wealth advisory services within client base
• Manage advisory business implementation and rebalancing
• Manage cash balances and private banking services in accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Plan and manage new account onboarding process
• Provide overview of client reporting and web capabilities to potential new clients

Conocimientos

Client service orientation

Fast-paced work style

Autonomous yet collaborative

Multi-tasking across desks

Verbal and written communication

Organizational skills

Herramientas

SIE

Series 3

Series 7

Series 63

Descripción del empleo

Goldman Sachs Private Wealth Management seeks a Wealth Management Professional to deliver high-touch client service and operational oversight for ultra-high net worth clients. You will work with Private Wealth Advisors to manage onboarding, investments, risk analytics, and client reporting, applying rigorous attention to detail and compliance in a fast-paced environment.

The role emphasizes collaboration across desks, execution accuracy, and proactive relationship management, with opportunities